Sell PEO services by generating leads, qualifying prospects, negotiating pricing and contracts, managing executive-level client relationships for retention and profitability, supporting product/marketing, representing the company at industry events, and traveling locally or nationally.

Advise individuals and businesses on comprehensive financial plans; recommend investments and insurance; grow and manage a book of business through referrals and centers of influence; coordinate with clients' other advisors; maintain client files and submit sales paperwork.